We are live on ! Find out more
COST icon

Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
T
3801
TOBAM
France
$135K – – –
SA
3802
Strategic Advocates
Utah
$134K +$139K +145 New
RWM
3803
Raffa Wealth Management
District of Columbia
$133K -$35.5K -37 -20%
SSG
3804
Summit Securities Group
New York
$133K +$138K +144 New
CTWM
3805
Cherry Tree Wealth Management
Minnesota
$131K – – –
VWA
3806
VSM Wealth Advisory
Maryland
$128K – – –
HAP
3807
Harbor Asset Planning
Massachusetts
$128K – – –
GFWA
3808
Grey Fox Wealth Advisors
Delaware
$125K +$129K +135 New
NSG
3809
Nalls Sherbakoff Group
Tennessee
$125K – – –
HHGA
3810
Halbert Hargrove Global Advisors
California
$122K +$7.67K +8 +6%
RCM
3811
Richardson Capital Management
Wisconsin
$121K -$10.5K -11 -8%
SWIM
3812
Smallwood Wealth Investment Management
New Jersey
$121K +$19.2K +20 +18%
NECFA
3813
New England Capital Financial Advisors
Connecticut
$121K – – –
PWM
3814
Peck Wealth Management
New York
$119K +$124K +129 New
RBC
3815
Roble Belko & Company
Pennsylvania
$114K +$118K +123 New
MFT
3816
Moisand Fitzgerald Tamayo
Florida
$113K – – –
PG
3817
Proffitt & Goodson
Tennessee
$113K – – –
LC
3818
Luminist Capital
Michigan
$109K -$10.5K -11 -8%
C
3819
Covestor
United Kingdom
$109K +$959 +1 +0.9%
DFA
3820
DHJJ Financial Advisors
Illinois
$107K -$11.5K -12 -9%
MFG
3821
Mendota Financial Group
Wisconsin
$105K – – –
CFG
3822
Clayton Financial Group
Missouri
$105K +$108K +113 New
RPA
3823
Redwood Park Advisors
California
$104K -$57.5K -60 -35%
CIA
3824
Cape Investment Advisory
Georgia
$104K -$39.3K -41 -27%
CAC
3825
Core Alternative Capital
Georgia
$97.2K -$1.92K -2 -2%
151 152
153
154 155